Senior Wealth Associate

2 weeks ago

Oakville, Ontario, Canada National Bank Full time
About the Role

We are seeking a highly skilled and experienced Senior Wealth Associate to join our team at National Bank. As a key member of our wealth management team, you will play a critical role in providing exceptional client service and supporting the growth of our business.

Key Responsibilities
  • Analyze client accounts to identify business opportunities and provide tailored recommendations.
  • Ensure seamless account management and provide outstanding customer service.
  • Develop marketing materials to promote our investment services.
  • Coordinate client seminars and plan engaging content.
  • Participate in financial planning meetings, prepare files, and ensure follow-up.
  • Oversee onboarding, training, and coaching for new team members.
  • Supervise the onboarding process for new clients.
  • Collaborate with investment advisors to develop innovative portfolio management and marketing strategies.
About Our Team

You will join a dynamic team supporting a Wealth Advisor and a Senior Wealth Associate in Oakville, Ontario. Our team is part of National Bank Financial - Wealth Management, the fifth largest investment dealer in Canada, with close to 1,000 investment advisors managing assets for over 400,000 clients across 100 branches.

What We Offer
  • A hybrid work model with flexibility to balance work and life.
  • Competitive compensation and a wide range of benefits, including health and wellness programs, flexible group insurance, and a generous pension plan.
  • Opportunities for professional growth and development.
Requirements
  • Completed college and/or university diploma in a related field.
  • Minimum 5 years of relevant experience in portfolio management, financial planning, marketing, and social media or taxation.
  • Completed Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course or must be successfully completed within a year in position.
  • Excellent knowledge of the Microsoft Office suite and comfortable with technology.
  • Knowledge of current market trends and activity.
  • Ability to offer exceptional customer service.

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